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Last Updated: 05/22/2026
in Setup Home Accounting
Pathway: Setup > Accounting > GL Segmentation
The GL Segmentation screen is used to organize financial transactions into segments based on a business's structure and reporting needs. Segments can be based on Division, Line ...
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Last Updated: 05/22/2026
in Setup Home Account
Pathway: Setup > Account > Contact Role
Contact Role Setup allows users to create different contact roles providing the ability to filter contacts by certain role types.
Field Descriptions Fields
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Last Updated: 05/22/2026
in Customer Portal Home
Pathway: Customer Portal > Submit an Online Request The Submit Request feature in the Customer Portal allows customers to submit a request. An account request is a specific action or information requested by a customer. To understand...
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A new Contact Role Setup screen has been added to Setup > Account . This screen will allow companies to define contact roles and manage contacts using the Contact Role. As part of this new functionality, the Add/Edit Contact screen has been c...
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Last Updated: 05/22/2026
in Accounting Home Billing
The billing process is designed to help you efficiently manage, review, and finalize your financial transactions in structured groups called batches . To learn about the Billing screen, check out the Billing Screen Overview article. This ar...
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An Intercompany section has been added to the GL Segmentaiton Setup screen and includes 2 segments. When configuring your Intercompany GL Segmentation, one of the segments must be Division. Pathway: Setup > Accounting > GL Segmentat...
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The following fields have been added to the Active Services entity in the Database Query tool: External Reservation Number External Contract Number Pathway: Database > Database Query ...
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In the NavuNav 6.7 release, enhancements have been made to improve the display of address information on the Stop Detail screen when larger font sizes are enabled on a device. Previously, increased device font settings could cause the address ...
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Pathway: Reports > Standard > AR > Payment Reversals and Refunds The Payment Reversal and Refunds report summarizes accounts within a division that experienced payment reversals or refunds during a specified time frame. It also provides sp...
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Pathway: Reports > Standard Reports > AR > Payment Transfer The Payment Transfer Report is used to review and audit payments that have been transferred between divisions within an identified time period. Required Permission ...